We are proud of the community that we have built with our clients and are always open to welcoming new members. Our process is simple and effective. Whether you are looking for your first financial advisor, need a second opinion on your current investments or are open to a long-term wealth partner to continue your journey, we are happy to discuss your options.
Discover our process in more detail. We’d be happy to send you a physical or email package to introduce ourselves and Echelon Wealth Partners to you.
At your convenience whether over the phone, on a video-conference call or in-person, we’d love to discover what are your goals and how we can help you.
At this phase, you know who we are and what we are offering and would like to join our community. Now it’s our turn to get to you know you. We hold 1-2 meetings where we get to know your portfolio, family, investments and finances in more detail.
At this phase, you know who we are and what we are offering and would like to join our community. Now it’s our turn to get to you know you. We hold 1-2 meetings where we get to know your portfolio, family, investments and finances in more detail.
Based on our meetings and discovery of your financial outlook, our team starts to build an in-depth wealth plan to put our expertise to work for you. Depending on your preferred financial services format this can include an Investment Policy Statement (IPS) for those that opt for Discretionary Portfolio Management or a wealth plan that outlines the most important short-term financial changes we would advise.
In our commitment to you as a member of our community, we analyze, adjust and keep in contact with you on a quarterly basis at a minimum. We will also provide opportunities to you to discover our other products that will be needed in your wealth journey including:
When we say we protect you, your family and your finances, we mean it in that order. We understand that life can offer some of the toughest challenges and the worst possible moments. We want to be there for our clients during these rough times to guide you to the best solutions.
One of our clients is a self-employed mom who learned her son had cancer. Unfortunately, she did not have benefits or a way to continue to create income while caring for her son.
She came to us to find a solution and we talked through her options with her. In the end, we simply replaced her income with her RRSP for the entire year she stayed home to care for her son.
This allowed her to put her financial worries aside and truly concentrate on her son for the full year. Today, her son is healthy and so is her finances as she was able to replace every bit of the retirement savings used and then some.
We have built our legacy on close relationships with people in our community just like you.
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Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation Inc. is not. *Insurance Products provided through Chevron Preservation Inc.